Business & Investment Analyst

2 weeks ago

Perth, United Kingdom Robert Half Full time

Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience.


About the Company:


Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include some of the largest companies and public sector bodies in the UK.


Castle Water aims to deliver the best customer service in the sector. Creating positive interactions in the workplace and between our employees and our customers will help ensure our company continues to draw new and retain existing customers. Not only have we just achieved our 15,000th 5* Trust Pilot review, but we are also winners of the recent Customer Service Excellence Award for the Perthshire Chamber of Commerce Business Star Awards.


Castle Water has a track record of providing excellent customer service, and of developing innovative approaches to utility supply. We have more 5* reviews on Trustpilot than all other water retailers combined. We pride ourselves on being transparent and treating customers fairly.


Our head office is based in Blairgowrie, Perthshire, within easy commuting distance of both Perth and Dundee. We are embedded in the local community and participate in many local events and activities.


We also have offices in London (Brentford – a short drive from Heathrow) and in Ayr, Ayrshire.



Job Summary


The Business & Financial Investment Analyst will work as a member of the company’s Finance Team, while also having a direct reporting line to the primary investor. The main responsibilities will include responsibility for analysing operating and/or financial data to produce financial and/or operating analysis to identify areas for improvement and assisting in/developing strategies to enhance efficiency and productivity; and, where required, developing reporting to track metrics established from the above strategies.

You will work as a member of Castle Water’s Finance team while also having a direct reporting line to

the investor.


Key Responsibilities:

Company Values

  • Understand and model behaviours on company values and adhere to all regulatory requirements.
  • Ability to work in a high pressure, challenging and fast paced environment, working to tight deadlines.

Role Requirements

  • Analysis: Producing financial and/or operational insights and analysis from large data extracts including statistical analysis where analysis includes consideration of competitive landscape, operational change, regulatory change or the macroenvironment.
  • Reporting and monitoring: Compile reporting (incl. dashboards) to monitor operating or financial metrics against benchmarks, monitor performance and reporting thereon.
  • Benchmarking: Producing benchmarks to report against from historical data, industry peers or market data.

Proficient use of company systems


  • Creating an environment and culture where everyone is or becomes proficient in using key company systems, related to their area of responsibility.
  • High Proficiency in Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx.

Compliance

  • Understands regulatory requirements and the company code of ethics and applies these to all tasks.
  • Undertakes all mandatory training required by the company including GDPR, Equality & Diversity.
  • Undertaking continuous professional development
  • Taking responsibility for self-development.

Key Skills and Experience:

  • Excellent academic record with Bachelor’s degree (or equivalent) in Finance, Business, Accounting or relevant accounting qualification, CA, ACA, ACCA or Cima.
  • Strong analytical skills and problem-solving skills.
  • High proficiency in data analysis tools and techniques and financial modelling.
  • Ability to work both independently but also as part of a team, working collaboratively with colleagues.
  • Independent and critical / first principles thinker.
  • Excellent communication and teamwork skills to establish relationships and efficiently engage with internal and external stakeholders.
  • Strong attention to detail.
  • Preferably experience within the water sector or other utility related industries (or dealing with large volumes of customer data).
  • Ability to work under pressure and to meet tight deadlines.

System Skills

High Proficiency in Microsoft Excel, Office, Power BI and a number of the following would be desirable Python coding, R Databases, SQL, Alteryx.

  • Investment Business Analyst

    2 weeks ago

    Perth, Perth & Kinross, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. Castle Water is one of the fastest growing and most successful companies in the utilities sector. Castle Water aims to deliver the best customer service in the sector. Creating positive interactions in the workplace and...

  • Business & Investment Analyst

    3 weeks ago

    Perth, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience. About the Company:Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include some of...

  • Business & Investment Analyst

    3 weeks ago

    Perth, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience. About the Company:Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include some of...

  • Business & Investment Analyst

    1 month ago

    Perth, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience. About the Company:Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include some of...

  • Business & Investment Analyst

    2 weeks ago

    Perth, Perth & Kinross, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience. About the Company: Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include...

  • Business & Investment Analyst

    3 weeks ago

    Perth & Kinross, United Kingdom Robert Half Full time

    Robert Half are delighted to be partnering with Castle Water in their search for a permanent Business & Financial Investment Analyst. They are looking for a qualified accountant with extensive modelling experience. About the Company:Castle Water is one of the fastest growing and most successful companies in the utilities sector. Our customers include some of...

  • Business Analyst

    1 month ago

    Perth, United Kingdom Sword Group Full time

    Sword is a leading provider of business technology solutions within the Energy, Public and Finance Sectors, driving transformational change within our clients. We use proven technology, specialist teams and domain expertise to build solid technical foundations across platforms, data, and business applications. We have a passion for using technology to solve...

  • Lead Business Solutions Analyst

    4 weeks ago

    Perth, Perth and Kinross, United Kingdom Aviva Full time

    Lead Business Solutions AnalystSalary £40,000 - £60,000Are you driven by the desire to innovate and transform? Do you enjoy questioning conventional methods, thinking creatively, and exploring how technology can address business challenges? If you are adaptable, resilient, and eager to contribute to initiatives that propel Aviva's strategy forward, we...

  • Lead Business Solutions Analyst

    4 weeks ago

    Perth, Perth and Kinross, United Kingdom Aviva Full time

    Lead Business Solutions AnalystSalary £40,000 - £60,000Are you driven by the desire to innovate and transform? Do you enjoy questioning conventional methods, thinking creatively, and exploring how technology can address organizational challenges? If you are adaptable, resilient, and eager to contribute to initiatives that align with Aviva's strategic...

  • Data Analyst

    3 days ago

    Perth, Perth and Kinross, United Kingdom SSE Enterprise Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our team at SSE Enterprise. As a Data Analyst, you will play a critical role in collating and recording Guaranteed Standard failures, ensuring accurate and consistent data for our internal regulation teams.Key ResponsibilitiesCollate and issue Guaranteed Standard failure data, ensuring...

  • Data Analyst

    3 days ago

    Perth, Perth and Kinross, United Kingdom SSE Enterprise Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our team at SSE Enterprise. As a Data Analyst, you will play a critical role in collating and recording Guaranteed Standard failures, ensuring accurate and consistent data for our internal regulation teams.Key ResponsibilitiesCollate and issue Guaranteed Standard failure data, ensuring...

  • Portfolio Analyst

    7 days ago

    Perth, Perth and Kinross, United Kingdom SSE Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our Investment Appraisal and Analysis team at SSE. As a key member of our team, you will play a pivotal role in delivering long-term forecast projections for strategic net-zero activity in the north of Scotland.Key ResponsibilitiesContribute to SSE's strategic thinking on the transition...

  • Portfolio Analyst

    6 days ago

    Perth, Perth and Kinross, United Kingdom SSE Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our Investment Appraisal and Analysis team at SSE. As a key member of our team, you will play a pivotal role in delivering long-term forecast projections for strategic net-zero activity in the north of Scotland.Key ResponsibilitiesContribute to SSE's strategic thinking on the transition...

  • Business and Performance Analyst

    6 days ago

    Perth, Perth and Kinross, United Kingdom Aviva Full time

    About the RoleWe are seeking a highly skilled Business and Performance Analyst to join our team at Aviva. As a key member of our commercial claims demand and performance team, you will play a critical role in providing accurate business and financial metrics and accompanying insight to claims operational areas and reporting on claims performance to key...

  • Business and Performance Analyst

    6 days ago

    Perth, Perth and Kinross, United Kingdom Aviva Full time

    About the RoleWe are seeking a highly skilled Business and Performance Analyst to join our team at Aviva. As a key member of our commercial claims demand and performance team, you will play a critical role in providing accurate business and financial metrics and accompanying insight to claims operational areas and reporting on claims performance to key...

  • Global Oil

    6 days ago

    Perth, Perth and Kinross, United Kingdom MatchaTalent Full time

    About MatchaTalent MatchaTalent is a leading global talent acquisition firm specializing in connecting top-tier professionals with exciting opportunities in the energy sector. We are committed to fostering long-term partnerships with both candidates and clients, ensuring a seamless and rewarding experience for all. Global Oil & Gas Business Development...

  • Global Oil

    3 weeks ago

    Perth, Perth and Kinross, United Kingdom MatchaTalent Full time

    About MatchaTalent MatchaTalent is a leading global talent acquisition firm specializing in connecting top-tier professionals with exciting opportunities in the energy sector. We are committed to fostering long-term partnerships with both candidates and clients, ensuring a seamless and rewarding experience for all. Global Oil & Gas Business Development...

  • Global Petrochemical Oil Downstream Business DevelopmentLead

    3 months ago

    Perth, United Kingdom MatchaTalent Full time

    This role required candidate topermanently relocate at Dhahran SaudiArabia. About theCompany This company engagesin the exploration production transportation and sale of crude oiland natural gas. It operates through the following segments:Upstream Downstream and Corporate. The Upstream segment includescrude oil natural gas and natural gas liquids...

  • Energy Market Analyst

    7 days ago

    Perth, Perth and Kinross, United Kingdom SSE PLC Full time

    About the RoleWe are seeking a highly skilled Power Market Analyst to join our Energy Economics team at SSE PLC. As a key member of our team, you will play a critical role in analyzing and forecasting energy market trends, providing commercial insights and recommendations to support our business growth and sustainability goals.Key ResponsibilitiesDevelop and...

  • Head of Investment

    2 months ago

    Perth, United Kingdom Caledonia Housing Association Full time

    Job Title: Head of Investment and Sustainability Location: Hybrid Working – Offices in Dundee, Perth, and West Dunbartonshire Hours: Full-time, 35 hours per week Salary: £66, - £77, per annum Closing Date: Friday 23rd August at 12 noon Interview Date: TBC An exciting leadership opportunity to make a positive impact on peoples’...